Encharge + HoneyBook
Add tags to new HoneyBook projects and streamline organization in Encharge
Streamline your client management process by connecting HoneyBook and Encharge. With this workflow, whenever a new project is booked in HoneyBook, a tag will be added to the associated contact in Encharge. This automation not only saves you time and effort, but also ensures consistent and accurate tracking of clients in your CRM.
Streamline your client management process by connecting HoneyBook and Encharge. With this workflow, whenever a new project is booked in HoneyBook, a tag will be added to the associated contact in Encharge. This automation not only saves you time and effort, but also ensures consistent and accurate tracking of clients in your CRM.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Add Tag
Tag a person in Encharge
- Free forever for core features
- 14 day trial for premium features & apps
Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
New Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
New Person
Triggers when a new person is created.
Try It
